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State and Local Tax Vice President

Morgan Stanley
1 New York Plaza, United States, United Statesfull_timeVerifiedPosted 21 May 2025
💰 $200,000/yr($120,000/yr$200,000/yr)

About the role

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firms books and records, and by contributing to Firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.
The Tax Department reports to the Deputy Chief Financial Officer and consists of some 200 employees worldwide. The Tax Department is responsible for global tax compliance, tax accounting, business unit tax advice and tax planning for the Firm.

Job Overview
Morgan Stanley's Corporate Tax Department has an immediate opening for a Vice President in the State and Local Tax Group working on compliance and reporting functions. The role will report directly into the Head of Morgan Stanley's State and Local Tax Group.

Primary Responsibility:
Seeking a State and Local Tax Vice President to work on state and local tax compliance and reporting functions for a complex financial services organization with a footprint in all major jurisdictions.
The leading candidate should possess the following qualities:
> Strong technical background in state and local tax corporate income and franchise taxes
> Ability to act as a subject matter expert with regards to state and local tax compliance and reporting matters
> Liaison with all members of the Global Tax Department with respect to state and local tax compliance and reporting matters
> Knowledge of ASC 740 and the ability to work on aspects of the Firms effective tax rate and reserves from a state and local tax perspective
> Review of separate, unitary, and combined state and local income/franchise tax returns
> Review of state and local income/franchise tax modification workpapers
> Review of state tax apportionment detail across all Morgan Stanley entities
> Assist with identifying and incorporating federal, state and local tax law changes into current processes and procedures
> Develop strong working relationships with internal and external functional partners
> Ability to work with and manage outside service providers and offshore staff Background/Skills Required:
> Minimum of 7+ years of SALT related experience
> A combination of financial service industry and client service experience a plus (Big 4)
> Strong written, oral, negotiating and presentation skills; demonstrated ability to represent a global organization
> Strong analytic, time management, organizational and interpersonal skills
> Strong managerial skills and ability to attract, develop and retain talent
> Experience covering complex state tax issues in a real-time environment
> Ability to work in a team environment and collaborative corporate environment
> Significant state and local tax compliance and ASC 740 experience a must
> Corptax experience preferred
> Financial services industry experience preferred, but not required
> CPA, MS, MBA, JD or LLM required


WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their wo

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Company

Morgan Stanley

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